Fillable [ Dyn] Fact Find LM 04-50-49-61114 (City of Oakland)

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[ Dyn] Fact Find LM 04-50-49-61114 (City of Oakland)

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Fact
Find
Page 1 | Fact Find v8.2
What are you looking to do?
(Optional) If your situation is complex, tell your loan expert about it here.
E.g. you want to buy a new property and refinance at the same time.
Are there any important dates you’re
working towards?
Purchase Refinance
First home
Settlement date
Finance date
Auction date
Next home
Investment
Commercial
Industrial
Get a better deal
Renovate
Consolidate debt
Reverse mortgage
Borrow extra funds
Personal loan
Goals
Your goals
Page 2 | Fact Find v8.2
Full name
DD MM YY
Mother’s maiden name
Preferred name (Optional)
Date of Birth
Gender
Current home address
Mailing address
Applicants
Your details
Same as home address
Previous name (Optional)
Male
Female
Prefer not to say
Marital Status
Single Married
Are you a citizen and permanent resident of Australia?
Yes No
Defacto
Separated Divorced Widowed
What country are you a citizen of?
What country are you a resident of?
What's your residency status?
If you answered no:
Temporary Resident Non-residentPermanent Resident
Email Mobile
Page 3 | Fact Find v8.2
Applicants
Your household
What best describes your current household?
Single - no children
Single - with dependent children
Dependent name & age
Dependent name & age
Dependent name & age
Partner’s first name
Couple - no children
Partner’s first name
Couple - with dependent children
Dependent name & age
Dependent name & age
Dependent name & age
Page 4 | Fact Find v8.2
Full name
DD MM YY
Mother’s maiden name
Preferred name (Optional)
Date of Birth
Gender
Current home address
Mailing address
Same as home address
Previous name (Optional)
Male
Female
Prefer not to say
Marital Status
Single Married Defacto
Separated Divorced Widowed
Email Mobile
Applicants
Person co-applicant
Is the co-applicant a citizen and permanent resident of Australia? Yes No
What country is he/she a citizen of? What country is he/she a resident of?
What's is his/her residency status?
If you answered no:
Temporary Resident Non-residentPermanent Resident
Page 5 | Fact Find v8.2
Description
Applicants
Company/trust co-applicant
Office email
Organisation company number
Office address
Office phone number
Organisation tax number
Business name
Page 6 | Fact Find v8.2
Do you own, rent, board, or live with parents?
Applicant 1: _____________________________________________ Applicant 2: ____________________________________________
Properties
Your home
What type of property?
Own
Address
Which lender are you with?
Remaining mortgage amount
Repayment amount
Repayment schedule
$
When did you move in?
Estimated property value
$
MM YY
Industrial Residential Rural Commercial
Are you paying off a mortgage?
NoYes
If you answered yes:
Is interest tax deductible?
NoYes
Same as applicant 1
Rent
Boarding
Living with parents
Address
When did you move in?
MM YY
Address
When did you move in?
MM YY
Address
When did you move in?
MM YY
$
Rent
Boarding
Living with parents
Address
When did you move in?
MM YY
Address
When did you move in?
MM YY
Address
When did you move in?
MM YY
What type of property?
Own
Address
Which lender are you with?
Remaining mortgage amount
Repayment amount
Repayment schedule
$
When did you move in?
Estimated property value
$
MM YY
Industrial Residential Rural Commercial
Are you paying off a mortgage?
NoYes
If you answered yes:
Is interest tax deductible?
NoYes
$
Page 7 | Fact Find v8.2
What will this property be used for?
Properties
To purchase
To be built An established home
Have you found a property you want to buy?
If you answered yes above, what suburb is the
property located in?
If you answered no, what state will the
property be in?
Home
What kind of property?
$
How much do you expect the property to cost?
Newly constructed home Vacant land to build new home
What type of property?
Residential Rural CommercialIndustrial
NoYes
To be builtNewly constructed home An established home
Have you found a property you want to buy?
If you answered yes above, what suburb is the
property located in?
If you answered no, what state will the
property be in?
Investment
What kind of property?
$
How much do you expect the property to cost?
NoYes
Vacant land to build new home
What type of property?
Residential Rural CommercialIndustrial
Will this property generate rental income?
If yes, what is the estimated monthly rental
income?
NoYes
$
Page 8 | Fact Find v8.2
Properties
Other properties
NoYesDo you own a second residential property?
Detailed type
Do you own a residential property?
NoYes
Fully detached house Semi-detached houseApt unit flat
Property development Vacant landTerrace
Other: _____________________________________________________
Page 9 | Fact Find v8.2
Detailed type
Fully detached house Semi-detached houseApt unit flat
Property development Vacant landTerrace
Other: _____________________________________________________
Is interest tax deductible?
NoYes
Are you going to refinance this mortgage?
NoYes NoYes
$
Estimated value of property
Address
$
Monthly repayment amount
Remaining mortgage amount
$
Lender
If paying a mortgage, please complete the following fields:
Does this property generate rental income? If yes, what is the monthly rental income?
If no, will you be using this property as security?
NoYes $
Is interest tax deductible?
NoYes
Are you going to refinance this mortgage?
NoYes NoYes
$
Estimated value of property
Address
$
Monthly repayment amount
Remaining mortgage amount
$
Lender
If paying a mortgage, please complete the following fields:
Does this property generate rental income? If yes, what is the monthly rental income?
If no, will you be using this property as security?
NoYes $
Do you own an industrial property? NoYes
Properties
Other properties
Detailed type
Light industrial Other __________________________Non-specialised industrial
Do you own a rural property? NoYes
Detailed type
8 hectares or less Over 8 hectares but less than 40 Over 40 hectares
Page 10 | Fact Find v8.2
Is interest tax deductible?
NoYes
Are you going to refinance this mortgage?
NoYes NoYes
$
Estimated value of property
Address
$
Monthly repayment amount
Remaining mortgage amount
$
Lender
If paying a mortgage, please complete the following fields:
Does this property generate rental income? If yes, what is the monthly rental income?
If no, will you be using this property as security?
NoYes $
Is interest tax deductible?
NoYes
Are you going to refinance this mortgage?
NoYes NoYes
$
Estimated value of property
Address
$
Monthly repayment amount
Remaining mortgage amount
$
Lender
If paying a mortgage, please complete the following fields:
Does this property generate rental income? If yes, what is the monthly rental income?
If no, will you be using this property as security?
NoYes $
Properties
Other properties
Detailed type
Do you own a commercial property?
Notes
NoYes
Offices FactoryProf chambers
Vacant Land Retirement VillageWarehouse
Non-specialised commercialResidential commercial
Other: _____________________________________________________
Page 11 | Fact Find v8.2
Is interest tax deductible?
Yes
Yes
$
Estimated value of property
Address
Remaining mortgage amount
$
Lender
If paying a mortgage, please complete the following fields:
Monthly repayment amount
$
Are you going to refinance this mortgage?
Yes No
Does this property generate rental income? If yes, what is the monthly rental income?
If no, will you be using this property as security?
NoYes $
No
No
Applicant 1: _____________________________________________ Applicant 2: ____________________________________________
Financial position
Assets
Please complete the fields below if you own the following asset/s:
Motor Vehicle 1
$
Value
Make
Year
Description (optional)
Motor Vehicle 1
$
Value
Make
Year
Description (optional)
Motor Vehicle 2
$
Value
Make
Year
Description (optional)
Motor Vehicle 2
$
Value
Make
Year
Description (optional)
Boat
$
Value
Description (optional)
Boat
$
Value
Description (optional)
Savings
$
Value
Description (optional)
Savings
$
Value
Description (optional)
Bonds
$
Value
Description (optional)
Bonds
$
Value
Description (optional)
Managed funds
$
Value
Description (optional)
Managed funds
$
Value
Description (optional)
Page 12 | Fact Find v8.2
Applicant 1: _____________________________________________ Applicant 2: ____________________________________________
Financial position
Assets
Shares
$
Value
Description (optional)
Shares
$
Value
Description (optional)
Cash
$
Value
Description (optional)
Cash
$
Value
Description (optional)
Debenture charge
$
Value
Description (optional)
Debenture charge
$
Value
Description (optional)
Cheque account
$
Value
Description (optional)
Cheque account
$
Value
Description (optional)
Cash management
$
Value
Description (optional)
Cash management
$
Value
Description (optional)
Pension account
$
Value
Description (optional)
Pension account
$
Value
Description (optional)
Term account
$
Value
Description (optional)
Term account
$
Value
Description (optional)
Please complete the fields below if you own the following asset/s:
Page 13 | Fact Find v8.2
Applicant 1: _____________________________________________ Applicant 2: ____________________________________________
Financial position
Assets
Savings account
$
Value
Description (optional)
Savings account
$
Value
Description (optional)
Deposit paid
$
Value
Description (optional)
Deposit paid
$
Value
Description (optional)
Furniture
$
Value
Description (optional)
Furniture
$
Value
Description (optional)
Superannuation
$
Value
Description (optional)
Superannuation
$
Value
Description (optional)
Receivables
$
Value
Description (optional)
Receivables
$
Value
Description (optional)
Goodwill
$
Value
Description (optional)
Goodwill
$
Value
Description (optional)
Home contents
$
Value
Description (optional)
Home contents
$
Value
Description (optional)
Please complete the fields below if you own the following asset/s:
Page 14 | Fact Find v8.2
Applicant 1: _____________________________________________ Applicant 2: ____________________________________________
Financial position
Assets
Equity
$
Value
Description (optional)
Equity
$
Value
Description (optional)
Tools of trade
$
Value
Description (optional)
Tools of trade
$
Value
Description (optional)
Stock machinery
$
Value
Description (optional)
Stock machinery
$
Value
Description (optional)
Collections
$
Value
Description (optional)
Collections
$
Value
Description (optional)
Gi!s
$
Value
Description (optional)
Gi!s
$
Value
Description (optional)
Charge over cash
$
Value
Description (optional)
Charge over cash
$
Value
Description (optional)
Guarantee
$
Value
Description (optional)
Guarantee
$
Value
Description (optional)
Please complete the fields below if you own the following asset/s:
Page 15 | Fact Find v8.2
Applicant 1: _____________________________________________ Applicant 2: ____________________________________________
Other
$
Value
Description (optional)
Other
$
Value
Description (optional)
Financial position
Assets
Time share
$
Value
Description (optional)
Time share
$
Value
Description (optional)
Life insurance
$
Value
Description (optional)
Life insurance
$
Value
Description (optional)
Financial position
Liabilities
Please complete the fields below if you have the following liabilities:
Credit Card
Creditor
$
Current balance
$
Total monthly repayments
Total card limit
$
Description (optional)
Credit Card
Creditor
$
Current balance
$
Total monthly repayments
Total card limit
$
Description (optional)
Charge card
Creditor
$
Current balance
$
Total monthly repayments
Total card limit
$
Description (optional)
Charge card
Creditor
$
Current balance
$
Total monthly repayments
Total card limit
$
Description (optional)
Applicant 1: _____________________________________________ Applicant 2: ____________________________________________
Please complete the fields below if you own the following asset/s:
Page 16 | Fact Find v8.2
Please complete the fields below if you have the following liabilities:
Financial position
Liabilities
Store card
Creditor
$
Current balance
$
Total monthly repayments
Total card limit
$
Description (optional)
Store card
Creditor
$
Current balance
$
Total monthly repayments
Total card limit
$
Description (optional)
Car loan
$
Current balance
$
Total monthly repayments
Description (optional)
Applicant 1: _____________________________________________ Applicant 2: ____________________________________________
Car loan
$
Current balance
$
Total monthly repayments
$
Total monthly repayments
$
Total monthly repayments
$
Total monthly repayments
$
Total monthly repayments
Description (optional)
Personal loan
$
Current balance
$
Total monthly repayments
Description (optional)
Personal loan
$
Current balance
Description (optional)
Sudent loan
$
Current balance
$
Total monthly repayments
Description (optional)
Sudent loan
$
Current balance
Description (optional)
ATO Centrelink Debt
$
Current balance
$
Total monthly repayments
Description (optional)
ATO Centrelink Debt
$
Current balance
Description (optional)
Outstanding tax
$
Current balance
$
Total monthly repayments
Description (optional)
Outstanding tax
$
Current balance
Description (optional)
Page 17 | Fact Find v8.2
Please complete the fields below if you have the following liabilities:
Financial position
Liabilities
Contingent liability
Creditor
$
Current balance
$
Total monthly repayments
Total card limit
$
Description (optional)
Contingent liability
Creditor
$
Current balance
$
Total monthly repayments
Total card limit
$
Description (optional)
Court ruled child maintenance
$
Current balance
$
Total monthly repayments
Description (optional)
Applicant 1: _____________________________________________ Applicant 2: ____________________________________________
Court ruled child maintenance
$
Current balance
$
Total monthly repayments
$
Total monthly repayments
$
Total monthly repayments
$
Total monthly repayments
$
Total monthly repayments
Description (optional)
Court ruled other debt
$
Current balance
$
Total monthly repayments
Description (optional)
Court ruled other debt
$
Current balance
Description (optional)
Line of credit
$
Current balance
$
Total monthly repayments
Description (optional)
Line of credit
$
Current balance
Description (optional)
Lease
$
Current balance
$
Total monthly repayments
Description (optional)
Lease
$
Current balance
Description (optional)
Loan as guarantor
$
Current balance
$
Total monthly repayments
Description (optional)
Loan as guarantor
$
Current balance
Description (optional)
Page 18 | Fact Find v8.2
Please complete the fields below if you have the following liabilities:
Financial position
Liabilities
Loan
Creditor
$
Current balance
$
Total monthly repayments
Total card limit
$
Description (optional)
Loan
Creditor
$
Current balance
$
Total monthly repayments
Total card limit
$
Description (optional)
Overdra!
$
Current balance
$
Total monthly repayments
Description (optional)
Applicant 1: _____________________________________________ Applicant 2: ____________________________________________
Overdra!
$
Current balance
$
Total monthly repayments
$
Total monthly repayments
$
Total monthly repayments
Description (optional)
Term loan
$
Current balance
$
Total monthly repayments
Description (optional)
Term loan
$
Current balance
Description (optional)
Other
$
Current balance
$
Total monthly repayments
Description (optional)
Other
$
Current balance
Description (optional)
Page 19 | Fact Find v8.2
Please complete the fields below if you have the following income:
Financial position
Income
Salary/Wage
$
Pre-tax monthly income Employer name
Employer address
Job status
Current primary job
Previous job
Current secondary job
Job type
PAYG
Retired Home duties
Self-employed
Job basis
Full time
Contract Temporary
Part time
Page 20 | Fact Find v8.2
Bonus/commission
$
Pre-Tax monthly income Employer name
Employer address
Job status
Current primary job
Previous job
Current secondary job
Job status
Current primary job Current secondary job
Job type
PAYG
Retired Home duties
Self-employed
Job basis
Full time
Contract Temporary
Part time
Bonus Commission
Regular overtime
$
Pre-tax monthly income
Details (optional)
Type
Salary/Wage
$
Pre-tax monthly income Employer name
Employer address
Job status
Current primary job
Previous job
Current secondary job
Job type
PAYG
Retired Home duties
Self-employed
Job basis
Full time
Contract Temporary
Part time
Bonus/commission
$
Pre-Tax monthly income Employer name
Employer address
Job status
Current primary job
Previous job
Current secondary job
Job status
Current primary job Current secondary job
Job type
PAYG
Retired Home duties
Self-employed
Job basis
Full time
Contract Temporary
Part time
Bonus Commission
Regular overtime
$
Pre-tax monthly income
Details (optional)
Type
Please complete the fields below if you have the following income:
Financial position
Income
Page 21 | Fact Find v8.2
Type
Car allowance
Work allowance Disability allowance
Company car allowance
Allowance
$
Pre-tax monthly income
Details (optional)
Type
Family allowance
Widow allowance
Other:_____________________________________________
Child support
Unemployed allowance
Government payments
$
Pre-tax monthly income
Details (optional)
Type
Annuities
Interest
Dividends
Investment income
$
Pre-tax monthly income
Description (optional)
Type
Private Superannuation
Superannuation
$
Pre-tax monthly income
Financial Institution (optional)
Type
Car allowance
Work allowance Disability allowance
Company car allowance
Allowance
$
Pre-tax monthly income
Details (optional)
Type
Family allowance
Widow allowance
Other:_____________________________________________
Child support
Unemployed allowance
Government payments
$
Pre-tax monthly income
Details (optional)
Type
Annuities
Interest
Dividends
Investment income
$
Pre-tax monthly income
Description (optional)
Type
Private Superannuation
Superannuation
$
Pre-tax monthly income
Financial Institution (optional)
Please complete the fields below if you have the following income:
Financial position
Income
Page 22 | Fact Find v8.2
Company profit
$
Pre-tax monthly income
Details (optional)
$
Total
W F M Y
W F M Y
$
$
Groceries
Amount Frequency Ownership
Groceries
Other ________________
Financial position
Expenses
$
Total
W F M Y
W F M Y
$
$
W F M Y
W F M Y
$
$
W F M Y
W F M Y
$
$
W F M Y
W F M Y
$
$
The main house you
live in
Amount Frequency Ownership
Electricity & Gas
Council Rates
Water & Sewer
Body Corporate
Home Operation
Home Repairs
Furnishings & Electrical
Other _______________
p.m
p.m
Type
Worker’s compensation Other:___________________
Other
$
Pre-tax monthly income
Details (optional)
Type
Worker’s compensation Other:___________________
Other
$
Pre-tax monthly income
Details (optional)
Company profit
$
Pre-tax monthly income
Details (optional)
Financial position
Expenses
Medical & Health
Natural Therapies
Other________________
Total
W F M Y
W F M Y
$
$
W F M Y
$
p.m$
Medical
Amount Frequency Ownership
Page 23 | Fact Find v8.2
p.m$
Building Insurance
Contents Insurance
Health Insurance
Income Protection
Life Insurance
Vehicle Insurance
Other________________
Total
W F M Y
W F M Y
$
$
W F M Y
W F M Y
$
W F M Y
$
$
$
$
W F M Y
W F M Y
Insurance
Amount Frequency Ownership
W
F M Y
W F M Y
$
$
$
Child Care & Support
Child care
Child maintenance
Total
Amount Frequency Ownership
p.m
$
Total
W F M Y
W F M Y
$
$
W F M Y
$
W F M Y$
W F M Y
Education
Amount Frequency Ownership
Public School Costs
Private School Costs
Higher Education &
Vocational Training
(excluding HECS/HELP)
Other _______________
p.m$
Electricity & Gas
Council Rates
Water & Sewer
Body Corporate
Repairs & Maintenance
Running Costs
Building Insurance
Other________________
Total
W F M Y
W F M Y
$
$
W F M Y
W F M Y
$
W F M Y
$
$
$
$
$
W F M Y
W F M Y
W F M Y
The house you rent out
Amount Frequency Ownership
Financial position
Expenses
Rent
Board
Other________________
Total
W F M Y
W F M Y
$
$
W F M Y
$
p.m
$
Ongoing Rent
Amount Frequency Ownership
Other________________
Total
Home/Mobile Phone
Internet, Pay TV & Media
Streaming Subscriptions
W F M Y
W F M Y
$
$
W F M Y
$
p.m$
Telephone & Internet
Amount Frequency Ownership
Page 24 | Fact Find v8.2
Clothing & Footwear
Cosmetics
Dry Cleaning
Personal Care
Other________________
Total
W F M Y
W F M Y
$
$
W F M Y
W F M Y
$
W F M Y
$
$
p.m
$
Personal Care
Amount Frequency Ownership
Financial position
Expenses
p.m
$
Electricity & Gas
Council Rates
Water & Sewer
Body Corporate
Repairs & Maintenance
Running Costs
Building Insurance
Contents Insurance
Other _______________
Total
W F M Y
W F M Y
$
$
W F M Y
W F M Y
$
$
W F M Y
W F M Y
$
$
W F M Y
W F M Y
W F M Y
$
$
$
The other house you
live in
Amount Frequency Ownership
p.m$
Pets
Alcohol / Tobacco
Cinema/Concerts/
Memberships
W F M Y
W F M Y
$
$
W F M Y
W F M Y
$
$
W F M Y
W F M Y
$
$
W F M Y
W F M Y
W F M Y
$
$
$
Recreational &
Entertainment
Amount Frequency Ownership
Dining Out
Gym / Sports
Travel & Holidays
Gi!s & Miscellaneous
Gambling
Other _______________
Total
Page 22 | Fact Find v8.2
Financial position
Expenses
Petrol
Registration
Vehicle Maintenance
Public Transport
Taxi/Ride Sharing
Tolls/Parking etc
Total
W F M Y
W F M Y
$
$
$
$
W F M Y
W F M Y
W F M Y
W F M Y
$
$
Transport
Amount Frequency Ownership
p.m
$
_____________________
_____________________
_____________________
_____________________
_____________________
Total
W F M Y
W F M Y
$
$
p.m
$
$
W F M Y
W F M Y
W F M Y
$
$
Loans and Liabilities
Amount Frequency Ownership
Regular Donations
Other________________
Total
W F M Y
W F M Y
$
$
p.m
$
Other
Amount Frequency Ownership
Page 23 | Fact Find v8.2
Current address
Own home
Own home - mortgage
Renting
With parents
Boarding
Caravan
To be purchased
Other ________________________
Ownership
When did you move in?
MM YY
Current address
Own home
Own home - mortgage
Renting
With parents
Boarding
Caravan
To be purchased
Other ________________________
Ownership
When did you move in?
MM YY
History
Address history
Applicant 1: ________________________________________________ Applicant 2: ____________________________________________
Previous address
Own home
Own home - mortgage
Renting
With parents
Boarding
Caravan
To be purchased
Other ________________________
Ownership
When did you move in?
MM YY
Previous address
Own home
Own home - mortgage
Renting
With parents
Boarding
Caravan
To be purchased
Other ________________________
Ownership
When did you move in?
MM YY
Previous address
Own home
Own home - mortgage
Renting
With parents
Boarding
Caravan
To be purchased
Other ________________________
Ownership
When did you move in?
MM YY
Previous address
Own home
Own home - mortgage
Renting
With parents
Boarding
Caravan
To be purchased
Other ________________________
Ownership
When did you move in?
MM YY
Previous address
Own home
Own home - mortgage
Renting
With parents
Boarding
Caravan
To be purchased
Other ________________________
Ownership
When did you move in?
MM YY
Previous address
Own home
Own home - mortgage
Renting
With parents
Boarding
Caravan
To be purchased
Other ________________________
Ownership
When did you move in?
MM YY
Page 24 | Fact Find v8.2
History
Employment history
Current primary job
PAYG
Self employed
Unemployed
Retired
Home duties
Full time
Part time
Contract
Temporary
Casual
Nature of employment Job basis
Private Public
Job title
Employer name
Employer contact last name
Employer address
Employer contact first name
Employer phone number
Employer type
Yes No
Are you on probation?
Date started
MM YY
Current primary job
PAYG
Self employed
Unemployed
Retired
Home duties
Full time
Part time
Contract
Temporary
Casual
Nature of employment Job basis
Private Public
Job title
Employer name
Employer contact last name
Employer address
Employer contact first name
Employer phone number
Employer type
Yes No
Are you on probation?
Date started
MM YY
Current secondary job
PAYG
Self employed
Unemployed
Retired
Home duties
Full time
Part time
Contract
Temporary
Casual
Nature of employment Job basis
Job title
Employer name
Employer contact last name
Employer contact first name
Current secondary job
PAYG
Self employed
Unemployed
Retired
Home duties
Full time
Part time
Contract
Temporary
Casual
Nature of employment Job basis
Job title
Employer name
Applicant 1: ________________________________________________ Applicant 2: ____________________________________________
Employer contact last name
Employer contact first name
Page 25 | Fact Find v8.2
History
Employment history
Applicant 1: ________________________________________________ Applicant 2: ____________________________________________
Employer address Employer address
Private Public
Employer phone number
Employer type
Yes No
Are you on probation?
Date started
MM YY
Private Public
Employer phone number
Employer type
Yes No
Are you on probation?
Date started
MM YY
Previous job 1
PAYG
Self employed
Unemployed
Retired
Home duties
Full time
Part time
Contract
Temporary
Casual
Nature of employment Job basis
Private Public
Job title
Employer name
Employer contact last name
Employer address
Employer contact first name
Employer phone number
Employer type
Yes No
Were you on probation when you le!?
Date ended
MM YY
Previous job 1
PAYG
Self employed
Unemployed
Retired
Home duties
Full time
Part time
Contract
Temporary
Casual
Nature of employment Job basis
Private Public
Job title
Employer name
Employer contact last name
Employer address
Employer contact first name
Employer phone number
Employer type
Yes No
Were you on probation when you le!?
Date ended
MM YY
Current secondary job cont’d Current secondary job cont’d
Page 26 | Fact Find v8.2
History
Employment history
Previous job 2
PAYG
Self employed
Unemployed
Retired
Home duties
Full time
Part time
Contract
Temporary
Casual
Nature of employment Job basis
Private Public
Job title
Employer name
Employer contact last name
Employer address
Employer contact first name
Employer phone number
Employer type
Yes No
Were you on probation when you le!?
Date ended
MM YY
Previous job 2
PAYG
Self employed
Unemployed
Retired
Home duties
Full time
Part time
Contract
Temporary
Casual
Nature of employment Job basis
Private Public
Job title
Employer name
Employer contact last name
Employer address
Employer contact first name
Employer phone number
Employer type
Yes No
Were you on probation when you le!?
Date ended
MM YY
Page 27 | Fact Find v8.2
History
Credit history
If yes, please provide more details:
Have you or any co-applicants been a
director in the past 5 years?
Yes No
If yes, please provide more details:
Are you or any co-applicants behind in
repaying any current debts or loans?
Yes No
If yes, please provide more details:
e.g. Trouble paying back a loan, credit car, monies owing to friends/family etc.
Have you or any co-applicants had any
previous credit issues or bankruptcy?
Yes No
Page 28 | Fact Find v8.2
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Dyn Fact Find LM 04-50-49-61114 (City of Oakland)

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Completed 26 July 2021

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